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Semiconductor Technology News & Analysis | The Ojo-Yoshida Report

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No Frills, No Hype: AMD’s ‘Pragmatic’ Plan for a New Car Architecture • Claiming a New MEMS Topology, Startup Promises 'Disruption' • China's Zero-Covid Conundrum • Apple Created a Brilliant But Now Nightmarish Supply Chain


No Frills, No Hype: AMD’s ‘Pragmatic’ Plan for a New Car Architecture

AMD/Xilinx-based systems In a vehicle
AMD/Xilinx-based systems-in-a-vehicle. (Source: AMD)

By Junko Yoshida

What’s at stake?
By acquiring Xilinx, AMD has the ammunition to move aggressively into next-generation automotive architectures. Yet, thus far the company has revealed scant details for a combined AMD/Xilinx automotive platform. With Xilinx’ Zynq FPGAs entrenched in the market, is AMD the victim of its own success? Is it complacent? Or is AMD reading the automotive industry — historically very slow to embracing new technologies — just right? 

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Claiming a New MEMS Topology, Startup Promises 'Disruption'

Omnitron Sensors’ test structure for process verification of its step-scanning MEMS actuator
Omnitron’s test structure for process verification of its step-scanning MEMS actuator. (Image: Omnitron)

By Junko Yoshida

What’s at stake?
The performance of MEMS devices has stagnated because MEMS manufacturing process technologies have failed to advance significantly. An Los Angeles-based startup believes it can fix that. Omnitron Sensors claims to have proven its new process technology through development of an optical subsystem for MEMS lidar. Industry experts want to see Omnitron’s patents before judging whether “disruptive” is the word that applies to the new manufacturing process technology.

The semiconductor industry has Moore’s Law and process nodes. Both help chip developers gauge progress and advance chip designs.

But what about micro-mechanical systems, or MEMS?

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China's Zero-Covid Conundrum

zero Covid protest

By George Leopold

What’s at stake:
Xi Jinping’s zero-Covid edict painted his country into a corner, and it’s unclear how China can extract itself from Xi’s disastrous public-health policy. The rest of the world braces for the economic consequences of Beijing’s next move. 

How Beijing’s zero-Covid stance mutates into a sustainable public-health policy is the key question for the Chinese people and Western companies seeking to maintain their links to China’s supply chains and contract manufacturers.

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Apple Created a Brilliant But Now Nightmarish Supply Chain

Apple iPhone made in China

By Bolaji Ojo

What’s at stake?
A reduction in Apple’s manufacturing, procurement and other supply chain engagements with China may be desirable because of geopolitical and other constraints. But a divorce may be close to impossible because it involves not one, but hundreds of supply chains, managed by the company’s suppliers.

Apple and China. China and Apple.

Outside of the abrupt breakout of war, it will take years, if not decades, for Apple Inc. to drastically reduce or eliminate its dependence on China.

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